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Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SL
501
SWMG LLC
Texas
$2.1M +$1.95M +40,176 New
TFA
502
TPG Financial Advisors
Oregon
$2.09M +$294K +6,076 +18%
CDH
503
Charles D. Hyman
$2.09M
AAMC
504
Asset Allocation & Management Company
Illinois
$2.09M -$1.28M -26,424 -40%
AWA
505
Arete Wealth Advisors
Illinois
$2.09M -$312K -6,448 -14%
RWG
506
Regal Wealth Group
California
$2.09M -$78.4K -1,620 -4%
CCMD
507
Cypress Capital Management (Delaware)
Delaware
$2.08M -$18.4K -380 -0.9%
SFA
508
Sequoia Financial Advisors
Ohio
$2.06M +$37.6K +776 +2%
FA
509
FDx Advisors
Illinois
$2.04M +$274K +5,656 +17%
WFA
510
Wells Financial Advisors
Massachusetts
$2.03M +$1.9M +39,264 New
SAG
511
Spotlight Asset Group
Illinois
$2.02M +$581 +12 +0%
LW
512
Linscomb Wealth
Texas
$2.02M +$141K +2,908 +8%
DIA
513
Dana Investment Advisors
Wisconsin
$2.02M +$54.6K +1,128 +3%
BFA
514
Bragg Financial Advisors
North Carolina
$2M +$11.8K +244 +0.6%
CFS
515
CRA Financial Services
New Jersey
$1.96M +$19.9K +412 +1%
RWRC
516
R.W. Roge & Company
New York
$1.95M -$37.4K -772 -2%
IA
517
IFP Advisors
Florida
$1.94M +$446K +9,220 +33%
WLIM
518
White Lighthouse Investment Management
Massachusetts
$1.91M +$140K +2,900 +9%
RPCA
519
Running Point Capital Advisors
California
$1.9M +$1.78M +36,736 New
BSB
520
Bangor Savings Bank
Maine
$1.9M +$277K +5,720 +18%
LS
521
Leelyn Smith
Illinois
$1.89M -$797K -16,452 -31%
G
522
Gainplan
Michigan
$1.87M +$172K +3,556 +11%
CCP
523
Clarkston Capital Partners
Michigan
$1.87M +$32.7K +676 +2%
CW
524
CreativeOne Wealth
Kansas
$1.85M +$1.74M +35,840 New
FT
525
Fiduciary Trust
Massachusetts
$1.85M +$329K +6,804 +24%